Pioneer Valley Credit Union (PVCU) partnered with Pinnacle Financial Strategies to launch the Prime High Yield Checking account, aiming to enhance member engagement and satisfaction. Recognizing the need for innovation in a competitive market, PVCU introduced this high-interest account to increase transaction frequency and deepen member relationships. Pinnacle provided a comprehensive solution through its What Counts Checking program, offering a customizable framework that included marketing strategies, training materials, and compliance support.
The implementation of Pinnacle’s SmartTech software allowed PVCU to gain actionable insights into member activity and product performance. This strategic collaboration not only differentiated PVCU in the Springfield, MA financial landscape but also fostered stronger member loyalty and attracted new members, contributing to the credit union’s sustained growth and community presence.
Why Third Party Overdraft Management Is Key to Improving Efficiency and Compliance
For many credit unions and banks, their overdraft program [...]
Case Study Scott and White CU
When Scott & White Employees Credit Union (SWECU) came to us looking to improve the performance and efficiency of their longstanding overdraft program, we stepped in with a comprehensive, compliance-focused solution that delivered immediate and lasting value.
Case Study Alta Vista
Alta Vista Credit Union discovered a challenge common to many financial institutions: most accountholders didn’t even know an overdraft protection program was available to them.
Pinnacle Financial Strategies Welcomes Joel Lawrence as Vice President, Risk & Strategic Engagement
Austin, TX – Pinnacle Financial Strategies is pleased to announce [...]
Case Study Pioneer Valley Credit Union
The implementation of Pinnacle’s SmartTech software allowed PVCU to gain actionable insights into member activity and product performance.
Overdraft Limits – Dynamic vs Fixed
Overdraft limits have long been a critical component of [...]
